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JPMorgan Chase
JPM

Overview Fund Activity

2,444 hedge funds and large institutions have $276B invested in JPMorgan Chase in 2018 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 967 increasing their positions, 1,091 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,444
Holders Change
+13
Holders Change %
+0.53%
% of All Funds
55.97%
Holding in Top 10
642
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+3.05%
% of All Funds
14.7%
New
98
Increased
967
Reduced
1,091
Closed
67
Calls
$2.45B
Puts
$3.93B
Net Calls
-$1.48B
Net Calls Change
-$220M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$4.02B
2
Capital International Investors
Capital International Investors
California
+$823M
3
Morgan Stanley
Morgan Stanley
New York
+$366M
4
State Street
State Street
Massachusetts
+$268M
5
Renaissance Technologies
Renaissance Technologies
New York
+$232M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$749M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$713M
3
BlackRock
BlackRock
New York
-$627M
4
LPU
Lansdowne Partners (UK)
United Kingdom
-$548M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
-$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIC
1476
Harvey Investment Company
Kentucky
$2.42M -$67.7K -600 -3%
GWM
1477
Graybill Wealth Management
Illinois
$2.4M -$20.3K -180 -0.8%
LCM
1478
Leisure Capital Management
California
$2.39M -$296K -2,621 -11%
FMTCOCP
1479
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.37M -$19.9K -175 -0.8%
NJBEST
1480
New Jersey Better Educational Savings Trust
New Jersey
$2.37M – – –
CIM
1481
CIM Investment Management
Pennsylvania
$2.37M -$1.13K -10 -0%
PIA
1482
Peachtree Investment Advisors
Georgia
$2.37M +$5.64K +50 +0.2%
HWA
1483
Heritage Way Advisors
Illinois
$2.36M +$25.4K +225 +1%
AWMG
1484
Alliance Wealth Management Group
New Jersey
$2.36M – – –
RPC
1485
Rossmore Private Capital
Connecticut
$2.36M +$1.02M +9,035 +76%
NCM
1486
Neumann Capital Management
California
$2.36M -$108K -960 -4%
BEAM
1487
Baker Ellis Asset Management
Washington
$2.35M +$19.2K +170 +0.8%
NB
1488
Nicolet Bankshares
Wisconsin
$2.35M -$133K -1,180 -5%
YWP
1489
YorkBridge Wealth Partners
New York
$2.34M -$88.3K -778 -4%
NAM
1490
NTV Asset Management
West Virginia
$2.33M +$1.13K +10 +0%
SHCM
1491
Stokes & Hubbell Capital Management
Louisiana
$2.33M +$55.4K +491 +2%
CB
1492
Cadence Bank
Mississippi
$2.31M -$30.1K -267 -1%
PWMAG
1493
Pinnacle Wealth Management Advisory Group
New Jersey
$2.31M +$153K +1,355 +7%
FMB
1494
Field & Main Bank
Kentucky
$2.3M -$2.26K -20 -0.1%
TWA
1495
Tillar-Wenstrup Advisors
Ohio
$2.3M -$89.8K -796 -4%
DM
1496
Delphi Management
Massachusetts
$2.29M -$99.7K -884 -4%
AAS
1497
Annex Advisory Services
Wisconsin
$2.29M +$174K +1,545 +8%
WIP
1498
Wellesley Investment Partners
Massachusetts
$2.29M +$26.4K +234 +1%
DAC
1499
Dividend Assets Capital
South Carolina
$2.29M -$498K -4,416 -18%
TNB
1500
Thomasville National Bank
Georgia
$2.28M -$17.3K -153 -0.8%
58 59
60
61 62